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AXIS CAPITAL HOLDINGS LTD（AXS）与罗技（LOGI）财务数据对比。点击上方公司名可切换其他公司
AXIS CAPITAL HOLDINGS LTD的季度营收约是罗技的1.2倍（$1.6B vs $1.4B），罗技净利率更高（17.7% vs 15.5%，领先2.2%），AXIS CAPITAL HOLDINGS LTD同比增速更快（8.0% vs 6.1%），过去两年罗技的营收复合增速更高（18.5% vs 6.4%）
AXIS资本控股有限公司是AXIS集团的控股主体，通过百慕大、美国、加拿大、欧洲及新加坡的子公司与分支机构网络，提供各类风险转移产品及服务。保险业务覆盖财产、职业责任、恐怖主义、航运、能源、环境等领域，再保险业务包含财产、职业责任、信用债券等品类。
罗技国际是总部位于瑞士洛桑的跨国企业，专注于计算机外设及相关软件的研发与生产，在欧洲、亚洲、大洋洲、美洲均设有分支机构，为瑞士市场指数成分股，同时在纳斯达克交易所挂牌上市。
AXS vs LOGI — 直观对比
营收规模更大
AXS
是对方的1.2倍
$1.4B
营收增速更快
AXS
高出1.9%
6.1%
净利率更高
LOGI
高出2.2%
15.5%
两年增速更快
LOGI
近两年复合增速
6.4%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.4B |
| 净利润 | $254.8M | $251.0M |
| 毛利率 | — | 43.2% |
| 营业利润率 | 15.6% | 20.1% |
| 净利率 | 15.5% | 17.7% |
| 营收同比 | 8.0% | 6.1% |
| 净利润同比 | 31.3% | 25.4% |
| 每股收益（稀释后） | — | $1.69 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收AXSLOGI
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.7B | $1.4B | ||
| Q3 25 | $1.7B | $1.2B | ||
| Q2 25 | $1.6B | $1.1B | ||
| Q1 25 | $1.5B | $1.0B | ||
| Q4 24 | $1.5B | $1.3B | ||
| Q3 24 | $1.6B | $1.1B | ||
| Q2 24 | $1.5B | $1.1B |
净利润AXSLOGI
| Q1 26 | $254.8M | — | ||
| Q4 25 | $289.6M | $251.0M | ||
| Q3 25 | $301.9M | $170.7M | ||
| Q2 25 | $223.4M | $146.0M | ||
| Q1 25 | $194.1M | $144.1M | ||
| Q4 24 | $293.6M | $200.1M | ||
| Q3 24 | $180.7M | $145.5M | ||
| Q2 24 | $212.0M | $141.8M |
毛利率AXSLOGI
| Q1 26 | — | — | ||
| Q4 25 | — | 43.2% | ||
| Q3 25 | — | 43.4% | ||
| Q2 25 | — | 41.7% | ||
| Q1 25 | — | 43.1% | ||
| Q4 24 | — | 42.9% | ||
| Q3 24 | — | 43.6% | ||
| Q2 24 | — | 42.8% |
营业利润率AXSLOGI
| Q1 26 | 15.6% | — | ||
| Q4 25 | 19.0% | 20.1% | ||
| Q3 25 | 22.1% | 16.1% | ||
| Q2 25 | 17.2% | 14.1% | ||
| Q1 25 | 15.5% | 10.5% | ||
| Q4 24 | 18.6% | 17.5% | ||
| Q3 24 | 14.2% | 14.4% | ||
| Q2 24 | 17.4% | 14.1% |
净利率AXSLOGI
| Q1 26 | 15.5% | — | ||
| Q4 25 | 16.7% | 17.7% | ||
| Q3 25 | 18.0% | 14.4% | ||
| Q2 25 | 13.7% | 12.7% | ||
| Q1 25 | 12.8% | 14.3% | ||
| Q4 24 | 20.0% | 14.9% | ||
| Q3 24 | 11.2% | 13.0% | ||
| Q2 24 | 14.6% | 13.0% |
每股收益（稀释后）AXSLOGI
| Q1 26 | — | — | ||
| Q4 25 | $3.63 | $1.69 | ||
| Q3 25 | $3.74 | $1.15 | ||
| Q2 25 | $2.72 | $0.98 | ||
| Q1 25 | $2.26 | $0.94 | ||
| Q4 24 | $3.38 | $1.32 | ||
| Q3 24 | $2.04 | $0.95 | ||
| Q2 24 | $2.40 | $0.92 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $862.5M | $1.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.4B | $2.3B |
| 总资产 | $35.6B | $4.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AXSLOGI
| Q1 26 | $862.5M | — | ||
| Q4 25 | $820.3M | $1.8B | ||
| Q3 25 | $825.9M | $1.4B | ||
| Q2 25 | $852.1M | $1.5B | ||
| Q1 25 | $2.8B | $1.5B | ||
| Q4 24 | $2.1B | $1.5B | ||
| Q3 24 | $981.0M | $1.4B | ||
| Q2 24 | $1.1B | $1.5B |
股东权益AXSLOGI
| Q1 26 | $6.4B | — | ||
| Q4 25 | $6.4B | $2.3B | ||
| Q3 25 | $6.4B | $2.1B | ||
| Q2 25 | $6.2B | $2.2B | ||
| Q1 25 | $5.9B | $2.1B | ||
| Q4 24 | $6.1B | $2.1B | ||
| Q3 24 | $6.1B | $2.1B | ||
| Q2 24 | $5.7B | $2.2B |
总资产AXSLOGI
| Q1 26 | $35.6B | — | ||
| Q4 25 | $34.5B | $4.1B | ||
| Q3 25 | $34.3B | $3.7B | ||
| Q2 25 | $34.2B | $3.7B | ||
| Q1 25 | $33.2B | $3.5B | ||
| Q4 24 | $32.5B | $3.7B | ||
| Q3 24 | $32.7B | $3.6B | ||
| Q2 24 | $32.1B | $3.7B |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | — | $480.5M |
| 自由现金流经营现金流 - 资本支出 | — | $465.6M |
| 自由现金流率自由现金流/营收 | — | 32.8% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | — | 1.91× |
| 过去12个月自由现金流最近4个季度 | — | $903.6M |
8季度趋势，按日历期对齐
经营现金流AXSLOGI
| Q1 26 | — | — | ||
| Q4 25 | $630.4M | $480.5M | ||
| Q3 25 | $673.8M | $228.8M | ||
| Q2 25 | $-1.7B | $125.0M | ||
| Q1 25 | $309.1M | $129.7M | ||
| Q4 24 | $355.5M | $370.9M | ||
| Q3 24 | $587.0M | $166.0M | ||
| Q2 24 | $518.1M | $176.0M |
自由现金流AXSLOGI
| Q1 26 | — | — | ||
| Q4 25 | — | $465.6M | ||
| Q3 25 | — | $212.3M | ||
| Q2 25 | — | $108.8M | ||
| Q1 25 | — | $116.9M | ||
| Q4 24 | — | $356.6M | ||
| Q3 24 | — | $151.5M | ||
| Q2 24 | — | $161.4M |
自由现金流率AXSLOGI
| Q1 26 | — | — | ||
| Q4 25 | — | 32.8% | ||
| Q3 25 | — | 17.9% | ||
| Q2 25 | — | 9.5% | ||
| Q1 25 | — | 11.6% | ||
| Q4 24 | — | 26.6% | ||
| Q3 24 | — | 13.6% | ||
| Q2 24 | — | 14.8% |
资本支出强度AXSLOGI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 1.4% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 1.3% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 1.3% | ||
| Q2 24 | — | 1.3% |
现金转化率AXSLOGI
| Q1 26 | — | — | ||
| Q4 25 | 2.18× | 1.91× | ||
| Q3 25 | 2.23× | 1.34× | ||
| Q2 25 | -7.41× | 0.86× | ||
| Q1 25 | 1.59× | 0.90× | ||
| Q4 24 | 1.21× | 1.85× | ||
| Q3 24 | 3.25× | 1.14× | ||
| Q2 24 | 2.44× | 1.24× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AXS
暂无分部数据
LOGI
| Retail Gaming | $482.7M | 34% |
| Retail Keyboards Desktops | $254.6M | 18% |
| Retail Pointing Devices | $241.2M | 17% |
| Retail Video Collaboration | $193.3M | 14% |
| Retail Tablet And Other Accessories | $93.6M | 7% |
| Retail Webcams | $82.3M | 6% |
| Retail Headsets | $45.9M | 3% |
| Other Retail Products | $28.0M | 2% |
